If private credit is so horrendous how was KKR over-subscribed so easily on its $20b fund ($23b raised). Some kind of disconnect here.. Boy are these firms ill-advised in how to tell their story.
@ChristopherHale This was the one step these people went to far. Doing a genocide against an unpriviliged population might fly but you dont fight the catholic church and expect them to sleep. Enough is enough.
@capexbt oil producers fall but not oil. these are margin calls / liquidity needs given people need dollars. that is also why bitcoin is selling off.
gold was never a save haven but it performed great. Now a small correction of <20% makes you the super guru? Watch 2008 and what happend.